Softphone dialer

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
End users by admins, makers, or analysts - - Oct 2019

Business value

Remote selling is a constantly growing segment, driven by the increasing trend of online and over-the-phone purchasing. Sellers and inside sellers reach out to their customers over the phone every day, always seeking to simplify and streamline these communications. By integrating the calling experience and automating how these communications are captured in Dynamics 365 Sales, we help sellers be more productive and focus on having more meaningful conversations.

Feature details

Customers can leverage the Dynamics 365 Channel Integration Framework to integrate the softphone dialer from their telephony provider within the Dynamics 365 Sales app. Sales reps can quickly dial numbers directly from the browser to call contacts by selecting a phone number. The softphone dialer immediately appears and initiates the call.

Soft phone dialer

Note

This feature is available in the Unified Interface only.